Profile Software
35 Case Studies
A Profile Software Case Study
Hinduja Bank, a Swiss-based private bank, needed to modernize its private banking channels to improve client experience and empower Relationship Managers with real-time access and advisory capabilities. After an international vendor evaluation, the bank selected Profile Software’s Mobius Wealth web and mobile solution to deliver a white‑label, 24x7 digital wealth management offering.
Profile Software implemented Mobius Wealth as a turn‑key, back‑office‑integratable platform providing secure dashboards, portfolio analysis, drill‑down to transaction level and advisory tools. The deployment streamlined Hinduja Bank’s online private banking operations, delivered 24x7 client access, and enhanced Relationship Manager productivity and advisory effectiveness through improved visibility and analytics.